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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,948 | $96,419+163.4% | $80,648+214.9% | $139,487+82.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 12.13% | 1352.86%-1340.7pp | 937.21%-925.1pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,892 | $3,261-42.0% | $2,724-30.5% | $4,755-60.2% |
| Participant deferral / active EE | $15,000 | $5,225+187.1% | $4,443+237.6% | $6,713+123.5% |
| Admin fee / account holder | $1,645 | $6,605-75.1% | $5,382-69.4% | $11,407-85.6% |